Which age range do you fall into? *

Under 25

26-40

41-55

56 and above

Considering all your assets and liabilities, which of the following best describes your net worth? *

My liabilities exceed my assets.

The value of my assets and liabilities are roughly equal.

My assets exceed my liabilities.

How would you describe the current state of your emergency fund in relation to your monthly expenses?

I don't have an emergency fund.

I have some savings, but not enough to cover 3-6 months of expenses.

I have an emergency fund that covers 3-6 months of expenses.

How would you describe the current risk of your retirement investments (IRA/401K)? *

Based on the recent market volatility, my investments feel too risky.

My investment portfolio is well diversified, but it could be less risky.

The current risk/reward ratio of my portfolio sufficiently matches my risk tolerance.

Do you have life insurance or an annuity, for income replacement, as well as to provide lifetime guaranteed income? *

I don’t have any insurance or annuities. I would like to explore these products.

I have insurance and/or an annuity, but would like to have these policies reviewed.

I am very pleased with my insurance and annuities.

Would you like to retire within the next 5 to 10 years? Are you confident that you will be able to enjoy a secure retirement (e.g., receiving sufficient income in retirement, not burdened with liabilities that could hinder your retirement, have a sound retirement investment strategy for your IRA and/or 401K), throughout your life expectancy, when you do retire? *

I would like to retire soon, but I do not have a retirement plan, nor am I confident that I will be able to enjoy a secure retirement.

I have retirement assets (IRA/401K), and some income sources for retirement, but not sure if my overall investment assets and retirement income sources will be sufficient, to ensure that my retirement is secure.

My future (or current) retirement plans are as solid as a rock!

Do you have more than one IRA, or a 401(K) from a previous employer? *

Yes, I have more than one IRA, including at least one 401(K) with a previous employer, that I would like to consolidate into one IRA account.

I have previously rolled over an IRA and/or a 401(K)s into my IRA.

I am very pleased with the management of my IRA and/or 401(K).

Based on your overall investments (IRA/401K, Pension, etc.), including social security, are you confident that your income in retirement will be sufficient, and that you will NOT outlive your income?

I am not confident that my income (income sources) are sufficient to provide adequate income throughout my retirement years.

I will receive income in retirement, but not 100% certain that it is sufficient to provide adequate income throughout my retirement years.

I am fully confident that my investments will provide sufficient income throughout my retirement years.

How often do you experience stress or anxiety related to the impact of the stock market and economy, on your financial and/or retirement outlook?

The stock market and economy causes me to worry greatly about the security of my finances and retirement.

At times, the stock market and economy may cause me to worry somewhat about my financial and retirement security.

The stock market and economy does not cause me to worry about the security of my finances and retirement at all.

How often do you feel that your spending aligns with your personal values and priorities?

I often spend money on things that aren't important to me.

Most of my spending aligns with my values, but not always.

My spending strongly aligns with my values.

How consistently do you follow your budget each month?

I don't have a budget or struggle to stick to one.

I sometimes adhere to my budget.

I consistently stick to my budget.

Have you completed your estate planning?

I have not done any estate planning, therefore my estate is subject to probate, and possibly federal and state taxes upon my death.

I have a Will, but it has been more than five (5) years since I looked at it, or had it reviewed by an attorney.

I have completed my estate planning. My Will and Living Trust is up to date and I am confident that my intended beneficiaries will inherit my assets and that the state and federal government (IRS) will receive the minimum amount of estate taxes, from the

If faced with an unexpected $10,000 expense today, how would you handle it?

I would struggle to come up with funds for unexpected costs.

I might be able to cover unexpected costs, but it would be tight.

I can easily handle unexpected costs without financial strain.

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